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Rethinking Safaricom
Rank: Veteran Joined: 2/2/2012 Posts: 1,134 Location: Nairobi
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The green giant has reached saturation in terms of growth. There are virtually no new growth areas remaining in the voice market.
In addition, this segment has seen severe price wars and all players are bleeding cash like no-man's business.
But their data side is growing steadily. And Mpesa is also expanding it utilisation.
At the current 3.50, the P/E is about 11.
Does this make it a good long term prospect?
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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chiaroscuro wrote:The green giant has reached saturation in terms of growth. There are virtually no new growth areas remaining in the voice market.
In addition, this segment has seen severe price wars and all players are bleeding cash like no-man's business.
But their data side is growing steadily. And Mpesa is also expanding it utilisation.
At the current 3.50, the P/E is about 11.
Does this make it a good long term prospect? Listen to my advise and DON'T buy. Been stuck on the stock in the losses territory for too long. Its now at 3.60 and the higher it goes the more risky it is to buy. If you didn't buy at 2.70 - 3.00 its too late. Life is short. Live passionately.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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It is a good long term buy. Think....cloud, digital TV, data and that will answer your question. "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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I look at it as mpesa bank, hopefully one day the bank will breakaway & cbk may force the break. Telcos, techs & airlines are tricky stocks to own since their environment shifts are too dynamic. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Member Joined: 4/25/2012 Posts: 261
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To me is a dont buy counter, one may argue that data may grow,with all the hype in digital TV but the voice business continues to loose market share. Mpesa has plattooed (sic)and we dont expect a double digit growth.
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Rank: Member Joined: 4/2/2011 Posts: 629 Location: Nai
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abdulrahman wrote:To me is a dont buy counter, one may argue that data may grow,with all the hype in digital TV but the voice business continues to loose market share. Mpesa has plattooed (sic)and we dont expect a double digit growth. You are wrong on MPesa plateuing. If anything it should explode due to interface with bank accounts and points of sale.
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Rank: Member Joined: 1/1/2010 Posts: 511 Location: kandara, Murang'a
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Plateauing GRAMMARNAZI! Foresight..
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Rank: Veteran Joined: 2/2/2012 Posts: 1,134 Location: Nairobi
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57 days later, the green giant has jumped 17% [to Sh4.20 today. And the momentum is still on...
5bob by year end?
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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BIDS 11.78M
Quantity Price Splits Time
4.61M 4.20 5 10:50:59
587,900 4.15 2 10:50:59
500,000 4.10 1 10:50:59
557,000 4.05 4 10:50:59
5.45M 4.00 10 10:50:59
ASKS 1.31M
Quantity Price Splits Time
398,800 4.25 2 10:50:59
420,400 4.30 4 10:50:59
11,000 4.40 2 10:50:59
478,900 4.45 7 10:50:59
- - - -
TRADES
Quantity Price Time
43,700 4.20 10:49:53
6,000 4.20 10:49:53
200,000 4.20 10:49:41
794,000 4.20 10:49:00
500,000 4.20 10:49:00
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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Aly Khan has always had faith in this counter even when the stock price dint reflect that I think am with him on this one its definetly a good long term buy... possunt quia posse videntur
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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chiaroscuro wrote:57 days later, the green giant has jumped 17% [to Sh4.20 today. And the momentum is still on...
5bob by year end? I reiterate. not a stock to buy. Too risky, am on the sell side. Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,129 Location: Nairobi
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maka wrote:Aly Khan has always had faith in this counter even when the stock price dint reflect that I think am with him on this one its definetly a good long term buy... Look at the ads on the website. Saf then KCB. Have I given you a clue? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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VituVingiSana wrote:maka wrote:Aly Khan has always had faith in this counter even when the stock price dint reflect that I think am with him on this one its definetly a good long term buy... Look at the ads on the website. Saf then KCB. Have I given you a clue? ha ha  The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 6/20/2012 Posts: 3,855 Location: Othumo
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Aguytrying wrote:VituVingiSana wrote:maka wrote:Aly Khan has always had faith in this counter even when the stock price dint reflect that I think am with him on this one its definetly a good long term buy... Look at the ads on the website. Saf then KCB. Have I given you a clue? ha ha where his bread is buttered hah hah hah! nowonder the love for this stock Thieves
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Rank: Veteran Joined: 2/2/2012 Posts: 1,134 Location: Nairobi
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VituVingiSana wrote:maka wrote:Aly Khan has always had faith in this counter even when the stock price dint reflect that I think am with him on this one its definetly a good long term buy... Look at the ads on the website. Saf then KCB. Have I given you a clue? What do the companies gain when their share prices go up? Aren't the gainers are the shareholders... and stockbrokers....
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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BIDS 17.73M
Quantity Price Splits Time
2.41M 4.25 5 13:48:07
6.28M 4.20 10 13:48:07
87,900 4.15 1 13:48:07
500 4.10 1 13:48:07
61,800 4.05 4 13:48:07
ASKS 2.43M
Quantity Price Splits Time
809,000 4.30 11 13:48:07
1.04M 4.40 7 13:48:07
580,300 4.45 9 13:48:07
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TRADES
Quantity Price Time
203,900 4.25 13:41:42
296,100 4.25 13:41:42
23,900 4.25 13:36:30
1,000 4.25 13:34:56
700,000 4.25 13:22:20
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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VituVingiSana wrote:maka wrote:Aly Khan has always had faith in this counter even when the stock price dint reflect that I think am with him on this one its definetly a good long term buy... Look at the ads on the website. Saf then KCB. Have I given you a clue? what's safcon's 12 month low?its 2.70 if am not wrong...its now trading at 4.25 thats a 53% gain,which is higher than the NSE index return up to April of this year (28%)...performed pretty well and atleast the company is still profitable especially when you look at the competition its facing...the future is a double edged sword it can cut both ways in respect to the telecos. possunt quia posse videntur
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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Average Price Over the last 5 Months possunt quia posse videntur
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Yu unveils free life cover to boost market share http://www.businessdaily...0/-/dedjyy/-/index.html
GOD BLESS YOUR LIFE
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Rank: Hello Joined: 9/3/2012 Posts: 5
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maka wrote: Average Price Over the last 5 Months This trend is very encouraging with a good number of banks going mobile banking, the company has a very bright future. Investors should buy for long term though. its the most stable of the telecommunications companies.
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